« Back Newlyweds: Building a Life for Two

Ambitions and Activities

These customers may be:

  • Considering large purchases (house, car, furniture)
  • Beginning to establish themselves professionally
  • Starting to think about retirement planning
  • Saving/preparing for family expansions
  • Establishing advisor relationships (lawyers, financial planners, accountants)

Anxieties and Hurdles

These customers might:

  • Not have a lot of extra income
  • Be just getting used to long-term commitments
  • Be under-or uninsured
  • Not have a lot of financial experience or understanding
  • Worry about how to protect their spouse
  • Think life insurance isn't an aff ordable option for them

What They Need

You can help them:

  • Learn about good financial habits
  • Understand how life insurance can help protect their loved ones
  • Identify their future needs
  • Enhance their existing plan to meet future goals

Life Insurance Solutions

These customers may benefit from:

  • TERM LIFE
    They get affordable, straightforward coverage with the possibility to convert to permanent life insurance down the road.
  • FIXED UNIVERSAL LIFE
    Permanent life insurance products can offer affordability, cash accumulation, and flexibility for the future. Look for flexible options such as an adjustable death benefit and premium payments.
  • INDEXED UNIVERSAL LIFE
    Customers can help protect loved ones with permanent life insurance and take advantage of stronger cash accumulation potential.